Allworth Financial LP Purchases in Q1 2025

Allworth Financial LP

  • $17.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
499
New
$19.12 - $20.71 $9.54K - $10.3K
499 $10K
DSL
Double Line Income Solutions Fund

Financial Services
800
+ 93.24%
$12.53 - $12.88 $10K - $10.3K
1.66K $20K
EW
Edwards Lifesciences Corp

Healthcare
208
+ 6.29%
$67.95 - $76.19 $14.1K - $15.8K
3.51K $254K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
500
+ 1515.15%
$20.2 - $20.86 $10.1K - $10.4K
533 $10K
CHK
Chesapeake Energy Corp

Energy
106
+ 23.35%
N/A
560 $48K
FFIV
F5, Inc.

Technology
19
+ 5.51%
$251.75 - $310.6 $4.78K - $5.9K
364 $96K
FDLO
Fidelity Covington Tr Low Vola

ETFs
159
+ 338.3%
$59.43 - $63.22 $9.45K - $10.1K
206 $12K
FHN
First Horizon Corp

Financial Services
523
+ 66.71%
$17.7 - $22.43 $9.26K - $11.7K
1.31K $25K
GEO
Geo Group Inc

Real Estate
348
+ 656.6%
$22.92 - $35.35 $7.98K - $12.3K
401 $11K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
312
+ 12.34%
N/A
2.84K $89K
KBA
Kraneshares Bosera Msci China

ETFs
419
+ 53.79%
$22.16 - $24.73 $9.29K - $10.4K
1.2K $28K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
236
+ 25.16%
$24.39 - $35.22 $5.76K - $8.31K
1.17K $34K
KLIC
Kulicke & Soffa Industries Inc

Technology
324
+ 314.56%
$32.98 - $47.98 $10.7K - $15.5K
427 $14K
LSCC
Lattice Semiconductor Corp

Technology
222
+ 65.68%
$52.45 - $68.78 $11.6K - $15.3K
560 $29K
LECO
Lincoln Electric Holdings Inc

Industrials
6
+ 0.12%
$180.51 - $216.81 $1.08K - $1.3K
4.93K $933K
MSI
Motorola Solutions, Inc.

Technology
102
+ 7.07%
$411.73 - $482.1 $42K - $49.2K
1.55K $676K
PLTK
Playtika Holding Corp.

Communication Services
2.7K
+ 117.12%
$4.01 - $7.45 $10.8K - $20.1K
5K $25K
RL
Ralph Lauren Corp

Consumer Cyclical
45
+ 104.65%
$215.68 - $286.74 $9.71K - $12.9K
88 $19K
RELX
Relx PLC

Communication Services
43
+ 2.53%
$45.34 - $51.91 $1.95K - $2.23K
1.74K $87K
SF
Stifel Financial Corp

Financial Services
136
+ 67.66%
$91.62 - $117.6 $12.5K - $16K
337 $31K
ELY
Callaway Golf CO

Consumer Cyclical
531
+ 144.29%
N/A
899 $16K
TW
Tradeweb Markets Inc.

Financial Services
35
+ 12.2%
$123.42 - $148.46 $4.32K - $5.2K
322 $47K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
175
New
$43.79 - $57.46 $7.66K - $10.1K
175 $10K
VRT
Vertiv Holdings CO

Industrials
118
+ 22.22%
N/A
649 $56K
CFG
Citizens Financial Group Inc

Financial Services
411
+ 15.86%
$39.73 - $48.36 $16.3K - $19.9K
3K $122K
DGICA
Donegal Group Inc

Financial Services
394
+ 331.09%
$14.28 - $19.63 $5.63K - $7.73K
513 $10K
ETSY
Etsy Inc

Consumer Cyclical
248
+ 47.6%
$44.4 - $57.29 $11K - $14.2K
769 $36K
RE
Everest Re Group LTD

Financial Services
23
+ 32.86%
N/A
93 $34K
FIVA
Fidelity Covington Tr

ETFs
371
New
$23.99 - $28.04 $8.9K - $10.4K
371 $9K
FCFS
First Cash Holdings, Inc.

Financial Services
9
+ 1.96%
$102.59 - $120.32 $923 - $1.08K
469 $56K
GFS
Globalfoundries Inc.

Technology
287
+ 147.18%
$36.53 - $46.01 $10.5K - $13.2K
482 $17K
HOLX
Hologic Inc

Healthcare
216
+ 45.96%
$60.7 - $73.77 $13.1K - $15.9K
686 $42K
EWJ
Ishares Msci Japan ETF

ETFs
128
+ 26.45%
$65.24 - $71.7 $8.35K - $9.18K
612 $41K
JBL
Jabil Inc

Technology
97
+ 22.45%
$130.51 - $173.33 $12.7K - $16.8K
529 $71K
LDOS
Leidos Holdings, Inc.

Technology
111
+ 17.87%
$126.82 - $161.11 $14.1K - $17.9K
732 $98K
MARA
Marathon Digital Holdings, Inc.

Financial Services
395
+ 91.44%
N/A
827 $18K
OHI
Omega Healthcare Investors Inc

Real Estate
219
+ 9.27%
$35.7 - $38.33 $7.82K - $8.39K
2.58K $98K
OVV
Ovintiv Inc.

Energy
192
+ 36.5%
$37.84 - $45.91 $7.27K - $8.81K
718 $30K
POR
Portland General Electric CO

Utilities
196
+ 52.83%
$40.56 - $45.24 $7.95K - $8.87K
567 $25K
AES
Aes Corp

Utilities
725
+ 82.01%
$9.93 - $13.23 $7.2K - $9.59K
1.61K $19K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
675
+ 18.49%
$32.96 - $44.43 $22.2K - $30K
4.33K $143K
AVA
Avista Corp

Utilities
89
+ 9.31%
$35.2 - $41.87 $3.13K - $3.73K
1.05K $43K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
899
+ 211.53%
$8.29 - $8.97 $7.45K - $8.06K
1.32K $11K
BRKR
Bruker Corp

Healthcare
364
+ 92.39%
$41.74 - $62.95 $15.2K - $22.9K
758 $31K
CWEN
Clearway Energy, Inc.

Utilities
53
+ 4.07%
$24.63 - $30.42 $1.31K - $1.61K
1.36K $41K
CVBF
Cvb Financial Corp

Financial Services
4.94K
+ 17.63%
$18.42 - $21.2 $91K - $105K
33K $608K
WFH
Direxion Shs ETF Tr Work From

Technology
154
+ 5133.33%
$57.12 - $71.18 $8.8K - $11K
157 $8K
LPG
Dorian Lpg Ltd.

Energy
365
+ 311.97%
$19.88 - $27.03 $7.26K - $9.87K
482 $10K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
32
+ 13.5%
$160.89 - $187.27 $5.15K - $5.99K
269 $46K
Activity Summary
Buys All Purchases 2143 New Holdings 301 Increased Positions 1842 Sells All Sells 1090 Reductions 1084 Sold out 6 Options Calls 1 Puts 5
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